Meristem Family Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$237K Sell
2,202
-418
-16% -$45K 0.03% 299
2021
Q4
$301K Hold
2,620
0.03% 300
2021
Q3
$302K Sell
2,620
-4,101
-61% -$473K 0.03% 318
2021
Q2
$776K Buy
+6,721
New +$776K 0.12% 117